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EP Wealth Advisors - Dallas Office

EST. AUM
$716,192,933

CONTACTS
6

CLIENT ACCOUNTS
325

Firm Details

Metro area Dallas
CRD Number
Website epwealth.com
Client types

Overview

EP Wealth Advisors’ Dallas Crescent Court office provides wealth management services to individuals, families, and business owners. The team offers personalized planning and advisory solutions designed to address both short- and long-term financial goals. The office operates as part of EP Wealth Advisors’ national network, delivering guidance tailored to the unique circumstances of each client.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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